Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

Part I Before You Upgrade

1 Planning to Upgrade from Oracle BI 10g to BI 11g

• 1.1 Understanding the Upgrade and Patching Process for Oracle Business Intelligence
• 1.2 Developing a BI Upgrade Strategy
  • 1.2.1 Step 1: Analyze and Optimize the Existing 10g System in Readiness for Upgrade
  • 1.2.2 Step 2: Understand What is Upgraded and How it is Upgraded
  • 1.2.3 Step 3: Define a Test Plan to Validate the Upgrade
  • 1.2.4 Step 4: Perform a Test Upgrade on a Representative Subset of the Existing 10g System
  • 1.2.5 Step 5: Perform the Actual Upgrade
  • 1.2.6 Step 6: Implement New and Enhanced 11g Functionality
• 1.3 Understanding the Upgrade of Repository Metadata
  • 1.3.1 Repository Metadata: Major Upgrade Considerations
    • 1.3.1.1 Enhanced Repository Consistency Checking
    • 1.3.1.2 Oracle BI Server Query Changes
      • 1.3.1.2.1 Integer Division
      • 1.3.1.2.2 10g Allowed Invalid Joins That Resulted in Double Counting
  • 1.3.2 Repository Metadata: Other Upgrade Considerations
    • 1.3.2.1 Changes Related to the Use of Fusion Middleware Control in Oracle BI 11g
    • 1.3.2.2 Changes Related to Security
    • 1.3.2.3 Changes Related to ODBC DSN
    • 1.3.2.4 Changes Related to the Dependencies for a Running System
    • 1.3.2.5 Changes Related to Running Command-Line Utilities
    • 1.3.2.6 Changes Related to Data Source Connectivity
    • 1.3.2.7 Administration Tool Changes
    • 1.3.2.8 Repository Modeling Changes
    • 1.3.2.9 Changes to Write Back
    • 1.3.2.10 Changes to Static Variables
    • 1.3.2.11 MUD History Must Be Manually Upgraded in Oracle Business Intelligence 11g
    • 1.3.2.12 Changes Related to Environment Variables
  • 1.3.3 BI Repository Metadata: Highlighted New 11g Functionality to Leverage
• 1.4 Understanding Oracle BI Presentation Catalog Upgrade
  • 1.4.1 Oracle BI Presentation Catalog: Major Upgrade Considerations
  • 1.4.2 Oracle BI Presentation Catalog: Other Upgrade Considerations
    • 1.4.2.1 Upgrading Actions
    • 1.4.2.2 Upgrading Analyses that Use Advanced SQL
    • 1.4.2.3 Upgrading Calculated Items
    • 1.4.2.4 Upgrading Hidden Dashboards
    • 1.4.2.5 Upgrading iBots
    • 1.4.2.6 Upgrading Pivot Tables
    • 1.4.2.7 Upgrading Interactions in Views
    • 1.4.2.8 Upgrading Conditional Formats
    • 1.4.2.9 Upgrading Measure Columns
    • 1.4.2.10 Upgrading Report-Based Totals
    • 1.4.2.11 Upgrading Sorts
    • 1.4.2.12 Upgrading Prompts
    • 1.4.2.13 Upgrading Custom Files
    • 1.4.2.14 Upgrading Custom Styles and Skins
    • 1.4.2.15 Upgrading Charts
    • 1.4.2.16 Upgrading the Agents Folder
    • 1.4.2.17 Upgrading Gauges
    • 1.4.2.18 Other Changes in Behavior
  • 1.4.3 Oracle BI Presentation Catalog: Highlighted New 11g Functionality to Leverage
• 1.5 Understanding BI Publisher Upgrade
  • 1.5.1 BI Publisher: Major Upgrade Considerations
    • 1.5.1.1 Deployment to Oracle WebLogic Server
    • 1.5.1.2 Security Model Changes
    • 1.5.1.3 Shared Catalog with Oracle Business Intelligence Presentation Services
    • 1.5.1.4 Changes to Report Architecture
    • 1.5.1.5 Enhanced Catalog Object Security
  • 1.5.2 BI Publisher: Other Upgrade Considerations
    • 1.5.2.1 Support for BI Publisher File-Based Catalog or Oracle BI Presentation Catalog
    • 1.5.2.2 Discoverer Workbooks Not Supported as a Data Set Type
    • 1.5.2.3 Compatibility Between 10g and 11g Reports
    • 1.5.2.4 Upgraded Data Models Might Not Be Editable
    • 1.5.2.5 Upgraded Data Templates Might Cause Validation Errors in 11g
    • 1.5.2.6 Applications Using 10g Web Services for Integration Will Require Changes to Application Code
    • 1.5.2.7 Differences Between 10g and 11g Sub Template Implementation
  • 1.5.3 BI Publisher: Highlighted New 11g Functionality to Leverage
    • 1.5.3.1 Graphical Web-Based Report Design Tool
    • 1.5.3.2 Report Interactivity
    • 1.5.3.3 Retrieve and Structure Data with the Data Model Editor
    • 1.5.3.4 Support for Additional Data Sources
    • 1.5.3.5 Scheduled Jobs Management Enhancements
    • 1.5.3.6 Auditing and Monitoring Capabilities
    • 1.5.3.7 Consistent Look and Feel Using Style Templates
    • 1.5.3.8 Sub Template Management in Catalog
• 1.6 Understanding Oracle Business Intelligence Security Upgrade
  • 1.6.1 Oracle BI Security: Major Upgrade Considerations
  • 1.6.2 Oracle BI Security: Other Upgrade Considerations
    • 1.6.2.1 Changes Affecting the Identity Store
    • 1.6.2.2 Changes that Affect the Policy Store
    • 1.6.2.3 Changes that Affect the Repository File
    • 1.6.2.4 Changes that Affect the Oracle BI Presentation Catalog
    • 1.6.2.5 Upgrading an Existing SSL Environment
    • 1.6.2.6 Upgrading an Existing SSO Environment
  • 1.6.3 Oracle BI Security: Highlighted New 11g Functionality to Leverage
• 1.7 Moving from 11.1.1.3 or 11.1.1.5 to 11.1.1.6
• 1.8 Considerations for Oracle BI Applications Customers

2 Summary of the Oracle Business Intelligence Upgrade Process

• 2.1 Upgrade Overview
• 2.2 Flow Chart of the Oracle Business Intelligence Upgrade Process
• 2.3 Steps in the Oracle BI EE Upgrade Process
• 2.4 Steps in the Oracle BI Publisher Upgrade Process
• 2.5 Steps in the Oracle Real-Time Decisions Upgrade Process

3 Supported Starting Points for Oracle Business Intelligence Upgrade

• 3.1 Oracle BI EE Supported Starting Points
• 3.2 Oracle BI Publisher Supported Starting Points
• 3.3 Oracle Real-Time Decisions Supported Starting Points

4 Oracle Business Intelligence for 10g Users

• 4.1 Oracle Business Intelligence 11g and Oracle WebLogic Server
• 4.2 Oracle Business Intelligence Directory Structure
• 4.3 Changes to Oracle Business Intelligence Directory Structure
• 4.4 Resources for Learning About Oracle Business Intelligence 11g

Part II How you Upgrade

5 Upgrading Oracle Business Intelligence Enterprise Edition

• 5.1 Task 1: Understand the Starting Points for Oracle BI EE Upgrade
• 5.2 Task 2: Decide Upon an Oracle Business Intelligence Topology
• 5.3 Task 3: Run RCU to Create the Destination BIPLATFORM Schemas
• 5.4 Task 4: Install and Configure Oracle BI EE 11g
  • 5.4.1 Availability of the 10g Oracle BI Repository and Catalog Files
  • 5.4.2 Installing Oracle Business Intelligence 11g in Preparation for Upgrade
    • 5.4.2.1 Installing Oracle Business Intelligence Using the Enterprise Installation Type
    • 5.4.2.2 Installing Oracle Business Intelligence 11g Using the Software Only Installation Type
• 5.5 Task 5: Upgrade the Oracle BI Repository and Catalog
  • 5.5.1 Before Running Upgrade Assistant
  • 5.5.2 Verifying that the Administration Server and Managed Servers Are Up and Running
  • 5.5.3 Running Upgrade Assistant
• 5.6 Task 6: Upgrade the Oracle BI EE Scheduler Schema
• 5.7 Task 7: Perform Any Required Post-Upgrade Configuration Tasks
• 5.8 Task 8: Verify the Oracle BI EE Upgrade

6 Upgrading Oracle BI Publisher

• 6.1 Task 1: Understand the Starting Points for BI Publisher Upgrade
• 6.2 Task 2: Decide Upon an Oracle Business Intelligence Topology
• 6.3 Task 3: Run RCU to Create the Destination BIPLATFORM Schemas
• 6.4 Task 4: Install and Configure BI Publisher 11g
  • 6.4.1 Availability of the BI Publisher 10g Directories
  • 6.4.2 Installing Oracle Business Intelligence Publisher 11g in Preparation for Upgrade
• 6.5 Task 5: Upgrade the BI Publisher Repository
  • 6.5.1 Before You Begin the BI Publisher Repository Upgrade
  • 6.5.2 Using the Upgrade Assistant to Upgrade the Repository
  • 6.5.3 About the Destination Directory for the 11g BI Publisher Repository
• 6.6 Task 6: Upgrade the BI Publisher Schema
• 6.7 Task 7: Perform Any Required Post-Upgrade Configuration Tasks
• 6.8 Task 8: Verify the BI Publisher Upgrade

7 Upgrading Oracle Real-Time Decisions

• 7.1 Task 1: Understand the Starting Points for Oracle Real-Time Decisions Upgrade
• 7.2 Task 2: Examine Oracle RTD and Other System Configuration Settings
• 7.3 Task 3: Run RCU to Create the Destination BIPLATFORM Schema
• 7.4 Task 4: Install and Configure Oracle Real-Time Decisions 11g
• 7.5 Task 5: Copy and Reconfigure Data from 3.0.0.1 System to 11g System
• 7.6 Task 6: Reapply Oracle RTD and Other System Configuration Settings
• 7.7 Task 7: Upgrade the Oracle Real-Time Decisions Artifacts
• 7.8 Task 8: Perform Any Required Post-Upgrade Configuration Tasks
• 7.9 Task 9: Verify the Oracle Real-Time Decisions Upgrade

Part III After You Upgrade

8 Oracle Business Intelligence Post-Upgrade Tasks and Considerations

• 8.1 Post-Upgrade Tasks and Considerations for Oracle Business Intelligence Enterprise Edition
  • 8.1.1 Oracle Business Intelligence Agents are Not Scheduled after Upgrade
  • 8.1.2 Copying and Recreating Customized Files from the 10g to 11g Environment
    • 8.1.2.1 Recreating Customized Style Sheets and Skins
    • 8.1.2.2 Customized Files That Must be Copied to the 11g Environment
    • 8.1.2.3 More About Localized (Language-Specific) Custom Messages
  • 8.1.3 Ensure All Data Source Paths and System Variables Are Accurate
  • 8.1.4 Upgrading a Cluster
  • 8.1.5 Authentication for External Users
  • 8.1.6 Invalid Characters in Repository Are Not Upgraded
  • 8.1.7 Copy Sample Files Manually
  • 8.1.8 Verify the Upgrade of Catalog Objects
  • 8.1.9 Verify the Server Name in Configuration Files
• 8.2 Post-Upgrade Tasks and Considerations for BI Publisher
  • 8.2.1 Verifying the Server Names If You Used the BI Server Security Model in Oracle Business Intelligence 10g
  • 8.2.2 Completing the Upgrade of the BI Publisher Repository
  • 8.2.3 Enabling HTTP Proxy for External Web Service or HTTP Data Sources
  • 8.2.4 Granting Access to Data Sources

A Oracle Business Intelligence Upgrade Assistant Screens

• A.1 Upgrade Assistant Screens for an Oracle BI EE Repository and Catalog Upgrade
  • A.1.1 Welcome Screen
  • A.1.2 Specify Operation
  • A.1.3 Specify Source Details
  • A.1.4 Specify WebLogic Server
  • A.1.5 Examining Components
  • A.1.6 Upgrade Summary
  • A.1.7 Upgrading Components
  • A.1.8 Upgrade Complete
• A.2 Upgrade Assistant Screens for Oracle BI EE Scheduler Schema Upgrade
  • A.2.1 Welcome
  • A.2.2 Specify Operation
  • A.2.3 Specify BIEE Source Database
  • A.2.4 Specify Target Database
  • A.2.5 Specify Schema Name
  • A.2.6 Examining Components
  • A.2.7 Upgrade Summary
  • A.2.8 Upgrading Components
  • A.2.9 Upgrade Complete
• A.3 Upgrade Assistant Screens for a BI Publisher Repository Upgrade
  • A.3.1 Welcome Screen
  • A.3.2 Specify Operation
  • A.3.3 Specify Source Details
  • A.3.4 Specify Destination Details
  • A.3.5 Specify WebLogic Server
  • A.3.6 Examining Components
  • A.3.7 Upgrade Summary
  • A.3.8 Upgrading Components
  • A.3.9 Upgrade Complete
  • A.3.10 Specify Source Details
  • A.3.11 Specify Destination Details
• A.4 Upgrade Assistant Screens for an BI Publisher Scheduler Schema Upgrade
  • A.4.1 Welcome
  • A.4.2 Specify Operation
  • A.4.3 Specify BIP Source Database
  • A.4.4 Specify Target Database
  • A.4.5 Specify Schema Name
  • A.4.6 Examining Components
  • A.4.7 Upgrade Summary
  • A.4.8 Upgrading Components
  • A.4.9 Upgrade Complete

B Possible Changes in Oracle BI Enterprise Edition Appearance and Behavior After Upgrade